Ren's Philanthropic Insights
A podcast made to help financial advisors make the most of their client’s charitable giving.
Episodes
13 episodes
Impact Series: Inspiring impact with philanthropist Mitzi Perdue, Part 2
In Part 2 of our conversation with Mitzi Perdue, we dive deeper into her strategies for impactful giving and the motivations behind her generosity. Hosted by Kim Ledger and Sarah Rhodes, this episode continues to uncover the art of philanthropy...
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Episode 2
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29:43
Impact Series: Inspiring impact with philanthropist Mitzi Perdue, Part 1
Welcome to Ren’s Philanthropic Insights, hosted by Kim Ledger, Ren’s SVP of Complex Assets, and co-host Sarah Rhodes, Ren’s Family Office Charitable Services Director. In this special Impact Series episode, we feature Mitzi Perdue, an an...
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Episode 1
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15:25
S2, E6: Donating complex assets: Qualified appraisals
This is the final episode in this second series of Philanthropic Insights making the most with gifts of complex assets. Throughout this series, we discussed the various areas of complex assets such as real estate, business interest, passion ass...
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Season 2
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Episode 6
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23:17
S2, E5: Donating complex assets: Alternative investments
This is the fifth of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series, we will discuss the various areas of com...
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Season 2
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Episode 5
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23:07
S2, E4: Donating complex assets: Passion assets
This is the fourth of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series, we will discuss the various areas of co...
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Season 2
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Episode 4
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24:09
S2, E3: Donating complex assets: Business interests
This is the third of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series, we will discuss the various areas of com...
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Season 2
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Episode 3
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22:41
S2, E2: Donating complex assets: Real estate
This is the second of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series we will discuss the various areas of com...
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Season 2
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Episode 2
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24:08
S2, E1: Unlocking charitable opportunities with complex assets
This is the first of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series we will discuss the various areas of comp...
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Season 2
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Episode 1
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16:30
S1, E5: The power of cross-collaboration for financial advisors
This is the last of five episodes in the first Philanthropic Insights series. This series offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. In our fifth episode, Kim ...
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Season 1
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Episode 5
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13:46
S1, E4: How to know when a DAF is right for your clients
This is the fourth of five episodes in the first series of Philanthropic Insights that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. In our fourth episode, Kim Le...
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Season 1
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Episode 4
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13:53
S1, E3: How to talk to clients about charitable giving
This is the third of five episodes in the first series of Philanthropic Insights that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. In our third episode, Kim Ledg...
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Season 1
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Episode 3
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14:12
S1, E2: A complete guide to donor-advised funds
This is the second of five episodes in our Philanthropic Insights series that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. In our second episode, Kim Ledger cont...
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Season 1
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Episode 2
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18:28
S1, E1: Intro to using DAFs for planned giving
This is the first of five episodes in our Philanthropic Insights series that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. In our first episode, Kim Ledger bring...
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Season 1
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Episode 1
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14:33